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QQQM

Invesco NASDAQ 100 ETF
1W: -0.7% 1M: +9.1% 3M: +17.4% YTD: +16.6% 1Y: +37.7% 3Y: +122.2% 5Y: +125.7%
$295.44
+1.23 (+0.42%)
 
Weekly Expected Move ±2.4%
$278 $285 $292 $299 $306
ETF NASDAQ · AUM $83.5B

Institutional Ownership — QQQM

1,300
Institutional Holders
+51 vs prior quarter
0.0%
Ownership
+0.00pp
25B
Total Invested
119
New Positions
561
Increased
499
Reduced
182
Closed
0.71
Put/Call Ratio

Ownership Trends

Top Institutional Holders (1378 total)

# Holder Shares Value Change Change % Holding Period Filing
1 Invesco Ltd. 11,197,565 3.3B -456,082 -3.9% 13Q SEC ↗
2 LPL Financial LLC 10,526,183 3.1B -199,708 -1.9% 13Q SEC ↗
3 ENVESTNET ASSET MANAGEMENT INC 7,387,215 2.2B +7,046 +0.1% 13Q SEC ↗
4 First Command Advisory Services, Inc. 4,764,517 1.4B +16,845 +0.4% 12Q SEC ↗
5 MORGAN STANLEY 4,367,200 1.3B -453,545 -9.4% 12Q SEC ↗
6 NORTHWESTERN MUTUAL WEALTH MANAGEMENT 3,694,937 1.1B -55,663 -1.5% 13Q SEC ↗
7 JONES FINANCIAL COMPANIES LLLP 3,415,137 1.0B +635,757 +22.9% 10Q SEC ↗
8 RAYMOND JAMES FINANCIAL INC 3,189,189 $942M +252,193 +8.6% 6Q SEC ↗
9 AMERIPRISE FINANCIAL INC 2,748,266 $812M +270,510 +10.9% 13Q SEC ↗
10 National Mutual Insurance Federation o 2,691,000 $795M +57,000 +2.2% 8Q SEC ↗
11 MEITAV INVESTMENT HOUSE LTD 2,576,146 $761M +520,102 +25.3% 13Q SEC ↗
12 PNC FINANCIAL SERVICES GROUP, INC. 2,235,446 $660M -28,715 -1.3% 13Q SEC ↗
13 Cetera Investment Advisers 2,217,040 $655M +120,112 +5.7% 13Q SEC ↗
14 VANTAGEPOINT INVESTMENT ADVISERS LLC 2,136,773 $631M -40,393 -1.9% 2Q SEC ↗
15 FMR LLC 2,080,865 $615M +140,106 +7.2% 13Q SEC ↗
16 ROYAL BANK OF CANADA 1,743,076 $515M +456,274 +35.5% 13Q SEC ↗
17 Clal Insurance Enterprises Holdings Lt 1,500,663 $443M -1,276,000 -46.0% 13Q SEC ↗
18 COMMONWEALTH EQUITY SERVICES, LLC 1,175,381 $347M +48,414 +4.3% 13Q SEC ↗
19 BANK OF AMERICA CORP /DE 1,170,927 $346M -21,633 -1.8% 13Q SEC ↗
20 Main Management Fund Advisors LLC 1,059,100 $313M +629,900 +146.8% 7Q SEC ↗
21 OSAIC HOLDINGS, INC. 1,007,267 $298M -78,260 -7.2% 13Q SEC ↗
22 Gerber Kawasaki Wealth & Investment Ma 1,003,302 $296M +69,141 +7.4% 13Q SEC ↗
23 Principia Wealth Advisory, LLC 954,798 $282M +899,154 +1615.9% 3Q SEC ↗
24 Private Advisor Group, LLC 895,507 $265M -8,570 -0.9% 13Q SEC ↗
25 Bank of New York Mellon Corp 886,351 $262M +50,421 +6.0% 13Q SEC ↗
26 WEALTH ENHANCEMENT ADVISORY SERVICES, 852,166 $252M -319,739 -27.3% 11Q SEC ↗
27 Independent Advisor Alliance 841,158 $249M +817,611 +3472.3% 4Q SEC ↗
28 Norinchukin Bank, The 823,000 $243M +436,000 +112.7% 4Q SEC ↗
29 NISSAY ASSET MANAGEMENT CORP /JAPAN 821,445 $243M +243,100 +42.0% 6Q SEC ↗
30 Sumitomo Mitsui Trust Group, Inc. 803,930 $238M -11,554 -1.4% 4Q SEC ↗
31 Cerity Partners LLC 746,482 $221M +254,292 +51.7% 13Q SEC ↗
32 UBS Group AG 735,529 $217M -22,729 -3.0% 13Q SEC ↗
33 Bouchey Financial Group Ltd 613,454 $181M +25,490 +4.3% 3Q SEC ↗
34 Mariner, LLC 497,553 $147M +40,254 +8.8% 13Q SEC ↗
35 HighTower Advisors, LLC 480,372 $142M +96,332 +25.1% 13Q SEC ↗
36 JANUS HENDERSON GROUP PLC 453,412 $134M +143,614 +46.4% 4Q SEC ↗
37 Cambridge Investment Research Advisors 443,314 $131M +55,298 +14.3% 13Q SEC ↗
38 HOLLENCREST CAPITAL MANAGEMENT 441,718 $131M -933 -0.2% 13Q SEC ↗
39 SAX WEALTH ADVISORS, LLC 441,361 $130M -2,033 -0.5% 13Q SEC ↗
40 Composition Wealth, LLC 438,348 $130M +54,252 +14.1% 3Q SEC ↗
41 SCHRODER INVESTMENT MANAGEMENT GROUP 424,408 $125M +8,667 +2.1% 5Q SEC ↗
42 Banco Santander, S.A. 402,000 $119M -15,000 -3.6% 12Q SEC ↗
43 MML INVESTORS SERVICES, LLC 390,837 $115M -48,479 -11.0% 13Q SEC ↗
44 Financial Security Advisor, Inc. 377,396 $111M +340,575 +924.9% 2Q SEC ↗
45 US BANCORP \DE 359,351 $106M +31,540 +9.6% 13Q SEC ↗
46 CWM, LLC 354,132 $105M +16,182 +4.8% 13Q SEC ↗
47 Summit Financial, LLC 344,553 $102M +2,324 +0.7% 3Q SEC ↗
48 Integrated Wealth Concepts LLC 317,576 $94M +29,283 +10.2% 13Q SEC ↗
49 Western Wealth Management, LLC 312,615 $92M +28,257 +9.9% 13Q SEC ↗
50 TOTAL INVESTMENT MANAGEMENT INC 300,039 $89M +1,352 +0.5% 4Q SEC ↗

Recent Activity

Biggest Increases (20)
HolderAddedChange %Total Shares
Principia Wealth Advisory, LLC +899,154 +1615.9% 954,798
Independent Advisor Alliance +817,611 +3472.3% 841,158
JONES FINANCIAL COMPANIES LLLP +635,757 +22.9% 3,415,137
Main Management Fund Advisors LLC +629,900 +146.8% 1,059,100
MEITAV INVESTMENT HOUSE LTD +520,102 +25.3% 2,576,146
ROYAL BANK OF CANADA +456,274 +35.5% 1,743,076
Norinchukin Bank, The +436,000 +112.7% 823,000
Financial Security Advisor, Inc. +340,575 +924.9% 377,396
AMERIPRISE FINANCIAL INC +270,510 +10.9% 2,748,266
Cerity Partners LLC +254,292 +51.7% 746,482
RAYMOND JAMES FINANCIAL INC +252,193 +8.6% 3,189,189
NISSAY ASSET MANAGEMENT CORP /JAPAN +243,100 +42.0% 821,445
Rolek Wealth Management LLC +185,181 +616.0% 215,245
JANUS HENDERSON GROUP PLC +143,614 +46.4% 453,412
FMR LLC +140,106 +7.2% 2,080,865
Cetera Investment Advisers +120,112 +5.7% 2,217,040
Brueske Advisory Services, LLC +112,343 +310.3% 148,545
CORRECT CAPITAL WEALTH MANAGEMENT +110,581 +799.5% 124,413
CVFG LLC +99,268 +497.6% 119,217
Eagle Strategies LLC +97,859 +915.0% 108,554
Biggest Decreases (20)
HolderReducedChange %Total Shares
Migdal Insurance & Financial Holdin -3,065,316 -98.9% 32,731
Clal Insurance Enterprises Holdings -1,276,000 -46.0% 1,500,663
Rockefeller Capital Management L.P. -1,180,584 -97.7% 27,215
GOLDMAN SACHS GROUP INC -771,636 -78.1% 216,296
Provida Pension Fund Administrator -620,847 -70.9% 255,013
Mirae Asset Global Investments Co., -546,910 -75.8% 174,496
Invesco Ltd. -456,082 -3.9% 11,197,565
MORGAN STANLEY -453,545 -9.4% 4,367,200
AXXCESS WEALTH MANAGEMENT, LLC -413,880 -74.5% 141,616
WEALTH ENHANCEMENT ADVISORY SERVICE -319,739 -27.3% 852,166
TWO SIGMA INVESTMENTS, LP -254,200 -91.0% 25,000
PAYDEN & RYGEL -242,182 -99.8% 390
LPL Financial LLC -199,708 -1.9% 10,526,183
EXCHANGE TRADED CONCEPTS, LLC -137,073 -63.4% 79,160
360 Financial, Inc. -136,803 -48.8% 143,582
TAIYO LIFE INSURANCE CO -120,000 -31.3% 263,000
ACT Advisors, LLC. -106,903 -98.2% 1,947
IHT Wealth Management, LLC -90,692 -54.3% 76,176
Orion Porfolio Solutions, LLC -86,136 -93.6% 5,934
World Investment Advisors -82,413 -47.8% 90,001

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms